Chief Compliance Officer

0001140361-24-035914.txt : 20240806 0001140361-24-035914.hdr.sgml : 20240806 20240806160436 ACCESSION NUMBER: 0001140361-24-035914 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20240806 DATE AS OF CHANGE: 20240806 EFFECTIVENESS DATE: 20240806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mason Investment Advisory Services, Inc. CENTRAL INDEX KEY: 0001635007 ORGANIZATION NAME: IRS NUMBER: 541211118 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23779 FILM NUMBER: 241179068 BUSINESS ADDRESS: STREET 1: 11921 FREEDOM DRIVE STREET 2: SUITE 1000 CITY: RESTON STATE: VA ZIP: 20190 BUSINESS PHONE: 703-716-6000 MAIL ADDRESS: STREET 1: 11921 FREEDOM DRIVE STREET 2: SUITE 1000 CITY: RESTON STATE: VA ZIP: 20190 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001635007 XXXXXXXX 06-30-2021 06-30-2021 false Mason Investment Advisory Services, Inc.

11921 Freedom Drive Suite 1000 Reston VA 20190

13F HOLDINGS REPORT 028-23779 000111113 801-18054 N Jack Delaney Chief Compliance Officer 703-716-6000 /s/ Jack Delaney Reston VA 08-06-2024 0 94 988791058 INFORMATION TABLE 2 informationtable.xml ABBOTT LABS COM 002824100 832377 7180 SH SOLE 0 0 7180 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 944234 130962 SH SOLE 0 0 130962 ALLSTATE CORP COM 020002101 1353315 10375 SH SOLE 0 0 10375 ALPHABET INC CAP STK CL A 02079K305 205110 84 SH SOLE 0 0 84 ALPHABET INC CAP STK CL C 02079K107 3062723 1222 SH SOLE 0 0 1222 AMAZON COM INC COM 023135106 430020 125 SH SOLE 0 0 125 AMERICAN INTL GROUP INC COM NEW 026874784 1568515 32952 SH SOLE 0 0 32952 APPLE INC COM 037833100 762593 5568 SH SOLE 0 0 5568 APPLIED MATLS INC COM 038222105 1708800 12000 SH SOLE 0 0 12000 BK OF AMERICA CORP COM 060505104 2660489 64528 SH SOLE 0 0 64528 BOEING CO COM 097023105 964229 4025 SH SOLE 0 0 4025 BROOKS AUTOMATION INC NEW COM 114340102 211522 2220 SH SOLE 0 0 2220 CATERPILLAR INC COM 149123101 315564 1450 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1051492 6629 SH SOLE 0 0 6629 ISHARES TR RUS 2000 GRW ETF 464287648 913563 2931 SH SOLE 0 0 2931 JPMORGAN CHASE & CO COM 46625H100 1944094 12499 SH SOLE 0 0 12499 KULICKE & SOFFA INDS INC COM 501242101 306000 5000 SH SOLE 0 0 5000 MEDTRONIC PLC SHS G5960L103 1541695 12420 SH SOLE 0 0 12420 MERCK & CO INC COM 58933Y105 1461532 18793 SH SOLE 0 0 18793 MICROSOFT CORP COM 594918104 3117517 11508 SH SOLE 0 0 11508 MONDELEZ INTL INC CL A 609207105 1885501 30197 SH SOLE 0 0 30197 MOTOROLA SOLUTIONS INC COM NEW 620076307 324624 1497 SH SOLE 0 0 1497 NEXTERA ENERGY INC COM 65339F101 2016153 27513 SH SOLE 0 0 27513 NXP SEMICONDUCTORS N V COM N6596X109 1619016 7870 SH SOLE 0 0 7870 PEPSICO INC COM 713448108 724848 4892 SH SOLE 0 0 4892 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 59368442 582215 SH SOLE 0 0 582215 PROCTER AND GAMBLE CO COM 742718109 1718738 12738 SH SOLE 0 0 12738 PTC INC COM 69370C100 1002946 7100 SH SOLE 0 0 7100 QORVO INC COM 74736K101 409495 2093 SH SOLE 0 0 2093 RAYONIER INC COM 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INDEX FDS TOTAL STK MKT 922908769 676927 3038 SH SOLE 0 0 3038 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1131829 5638 SH SOLE 0 0 5638 VANGUARD INDEX FDS SM CP VAL ETF 922908611 71787245 413378 SH SOLE 0 0 413378 VANGUARD INDEX FDS VALUE ETF 922908744 451006 3281 SH SOLE 0 0 3281 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 215502 3968 SH SOLE 0 0 3968 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 220602643 1616729 SH SOLE 0 0 1616729 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1551150 26579 SH SOLE 0 0 26579 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 957841 6188 SH SOLE 0 0 6188 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 510409 9907 SH SOLE 0 0 9907 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 252286 2408 SH SOLE 0 0 2408 VANGUARD WORLD FDS ENERGY ETF 92204A306 289672 3817 SH SOLE 0 0 3817 VANGUARD WORLD FDS MATERIALS ETF 92204A801 471862 2610 SH SOLE 0 0 2610 VISA INC COM CL A 92826C839 2278108 9743 SH SOLE 0 0 9743 WALMART INC COM 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